About Steve Schott, Prescott AZ Wealth Management

Stephen Schott joined Andy Tomlinson Wealth Management as a Registered Representative in 2010. He is honored to work with clients in his hometown of Prescott, Arizona. After many years of serving Prescott’s investment community, Andy is quite pleased to have an associate with Steve’s excellent academic, financial and real-world business experience. Prescott AZ Wealth Management.

ADDITIONAL FINANCIAL BUSINESS EXPERIENCE

Steve’s professional work career began with an internship at the Office of Management and Budget for Maricopa County. From there, he went to First Interstate Bank (now Wells Fargo). After a short banking career, he decided to go into business for himself. He started as a junior partner and then became the owner of an office product/office machine company with four locations in Northern and Western Arizona. Then from 2006 until 2010 Steve was a partner at Prescott Honda, a local car dealership. Working in small business has given him an extensive background in customer service, capital management and community involvement.

“I enjoy using my business and people skills when working with clients. Working alongside someone as experienced and successful as Andy provides great value to our clients.” Steve and Andy feel their team approach provides their clients with the premier resource for financial advice for Northern Arizona and beyond.

“ALMOST” NATIVE ARIZONAN

Steve is practically a Prescott native. He attended public school in Prescott and is a proud graduate of Prescott High School.

EDUCATIONAL EXPERIENCES

University of Denver

BS/BA in Business Administration

University of Arizona (U of A)

Professional MBA with an emphasis in Finance

Steve holds a General Securities License and a state of Arizona life insurance license, to qualify him as a Registered Securities Representative. He is also licensed in several other states. Prescott, AZ Wealth Management.

A PERSONAL NOTE

On the personal side, Steve has been married to Dana since 1992. (She just happens to be Andy’s daughter!) Steve and family are active in their church and Steve is involved in many community activities including Boy Scouts and youth tennis.